Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Amherst, NY
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Amherst, A to Z.
The short answer
31 registered advisors work at Osaic Wealth, Inc. in Amherst, out of 7,289 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 31 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Amherst, A to Z
Every Osaic Wealth, Inc. advisor →- Mark D. Anastasia Jr.Also a broker rep
- Victor J. AnastasiaAlso a broker rep
- Jonathan BehuniakAlso a broker rep
- Douglas S. BerkunAlso a broker rep
- Cody J. BlaskoCertified Financial Planner · Also a broker rep
- Matthew S. BurwickAlso a broker rep
- William D. DavoliAlso a broker rep
- Timothy J. DigiulioAlso a broker rep
- Paul M. EberzAlso a broker rep
- Abigail FerenczyAlso a broker rep
- Andrew J. FerenczyAlso a broker rep
- Debra J. FieldAlso a broker rep
- Gabriella M. GambleAlso a broker rep
- Jason R. GentnerAlso a broker rep
- Fred M. HuntAlso a broker rep
- Jesse E. LalkaAlso a broker rep
- Daniel B. LipsitzAlso a broker rep
- Max LipsitzCertified Financial Planner · Also a broker rep
- Sean M. McLeanAlso a broker rep
- Donna S. MenzaAlso a broker rep
- Alan R. MollotCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Julie K. MurphyCertified Financial Planner · Also a broker rep
- Matthew A. NewmanAlso a broker rep
- Jacob M. RosenAlso a broker rep
- Robert D. RosenAlso a broker rep
- Carlo F. RuncaAlso a broker rep
- Sanford G. SeideAlso a broker rep
- Vincent T. SmithAlso a broker rep
- Robert J. VogelCertified Financial Planner · Also a broker rep
- Christina M. WolfeAlso a broker rep
- David A. YounisCertified Financial Planner · Also a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Amherst
All Amherst advisors →MML Investors Services, LLC 65Lincoln Investment 13Pfs Investments Inc. 12Principal Securities, Inc. 9Ameriprise Financial Services, LLC 7Tiaa-Cref Individual & Institutional Services, LLC 7F L Putnam Investment Management Co. 6LPL Financial LLC 6Equity Services, Inc. 5Nottingham Advisors Inc. 5Pathway Partners Wealth Advisors, LLC 5Charles Schwab & Co., Inc. 4
Questions
How many financial advisors does Osaic Wealth, Inc. have in Amherst?
31 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Amherst, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 6 list the CFP designation and 31 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Amherst?
Osaic Wealth, Inc. ranks number 2 in Amherst by registered advisors; MML Investors Services, LLC has the most, with 65.
How do I check a Osaic Wealth, Inc. advisor in Amherst?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Osaic Wealth, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.